Thursday's News Links

[CNBC] Stocks jump after Trump’s chip tariffs have broad exemptions: Live updates

[Yahoo/Reuters] Asian stocks climb, dollar droops on Fed easing bets 

[Reuters] Oil rises 1% on US demand strength, though macroeconomic uncertainty remains

[Reuters] US jobless claims tick up in latest week; productivity improves in second quarter

[Axios] Trump demands Intel CEO resign, alleging conflicts over China ties

[Yahoo/Reuters] Trump wants more American pick-ups in Tokyo and London. That may be a hard sell

[Reuters] Kremlin says Putin and Trump will meet in coming days

[Yahoo/Bloomberg] Trump’s Attack on Wind, Solar Cuts Deeper Than Industry Expected

[AP] The Bank of England cuts its main interest rate to 4%, the lowest level since March 2023

[Yahoo/Bloomberg] China's July exports top forecasts amid rush to meet Trump tariff deadline

[Reuters] BOJ may be behind the curve on inflation risk, government council member says

[BBC] From heatwaves to floods: Extreme weather sweeps across Asia

[Bloomberg] Trump Floats Possible Tariffs on China for Buying Russian Oil

[Bloomberg] Modi to Speak With Lula, Plans Xi Meeting as Ties With US Sour

[Bloomberg] What’s at Stake as Trump Tests India’s Ties With Russia

[Bloomberg] Trump to Sign Order Easing Path for Private Assets in 401(k)s

[Bloomberg] Japan’s Public Workers Set to Get Largest Pay Hike in 34 Years

[Bloomberg] China’s Central Bank Adds Gold In Nine-Month Buying Streak

[NYT] Trump’s Tariff Gamble Puts America’s Ties With India at Risk

[WSJ] Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs

[WSJ] U.S. Trading Partners Race to Secure Exemptions From Trump’s Tariffs

[WSJ] Trump Pledged to Bring Back Manufacturing. The Sector Is Sputtering

[FT] Donald Trump’s new tariff regime deepens global trade war

[FT] Donald Trump says Hassett and Warsh are leading contenders for top Fed job

[FT] Donald Trump opens US 401Ks to crypto and private equity investments

[FT] The relentless race for AI capacity

[FT] The venture capital money machine is spinning again

[FT] Narendra Modi tells Indian farmers he will ‘never compromise’ in face of 50% US tariffs

[FT] Why Taiwanese fear China could take over from within

Wednesday Evening Links

[CNBC] Stock futures tick higher as traders weigh Trump’s call for 100% tariff on chips: Live updates

[AP] Trump says he plans to put a 100% tariff on computer chips, likely pushing up cost of electronics

[Yahoo Finance] Trump says semiconductors will face 100% tariff unless companies build in US

[Yahoo/Reuters] Trump says he could impose more tariffs on China, similar to India duties, over Russian oil

[Yahoo/Bloomberg] Trump Says He’ll Likely Name Temporary Fed Governor to Open Seat

[Bloomberg] Three Fed Officials Voice Fresh Concerns Over US Labor Market

[Bloomberg] How DeepSeek and Open-Source Models Are Shaking Up AI

[Bloomberg] Bannon Pushes EJ Antoni for BLS, Wants ‘MAGA Republican’ in Role

[Bloomberg] Private Credit Fuels a ‘Buy Now, Pay Later’ Lending Boom in Asia

[Bloomberg] Japan’s Political Woes Spur Caution Over 30-Year Bond Auction

[Bloomberg] Inside the Trump Family’s Money-Making Machine

[WSJ] Trump Exempts Tech Companies That Invest in U.S. From 100% Chip Tariffs

[FT] Donald Trump threatens 100% tariff on chips with carve-out for Apple

Wednesday Afternoon Links

[CNBC] Stocks rise led by Apple gains, Dow climbs 100 points: Live updates

[Yahoo/Bloomberg] Oil Swings as Traders Await Trump’s Next Move on Russia

[AP] Trump to put additional 25% import taxes on India, bringing combined tariffs to 50%

[Yahoo/Bloomberg] Trump advisers push for a temporary Fed Governor to fill open seat

[Yahoo/Reuters] Biden-era appointees could stymie Trump's effort to reshape Fed

[FT] Trump’s war on data will do lasting harm